Polen Capital Management

Polen Capital Management Portfolio holdings

AUM $30.8B
1-Year Est. Return 22.23%
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.5B
AUM Growth
+$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2B
2
+$1.22B
3
+$463M
4
ADBE icon
Adobe
ADBE
+$73.9M
5
MSFT icon
Microsoft
MSFT
+$52.8M

Top Sells

1
+$1.22B
2
+$968M
3
+$560M
4
PYPL icon
PayPal
PYPL
+$370M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$344M

Sector Composition

1 Technology 34.4%
2 Communication Services 20.46%
3 Healthcare 19.01%
4 Financials 14.49%
5 Consumer Discretionary 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-16,965
77
– –
-35,635
78
– –
-67,261
1 2 3
4